Broker Check

Our Value-Add: How We're Different

INDEPENDENCE AND VERSATILITY TO HELP YOU MAP THE RIGHT FINANCIAL PATH

At Masters Advisory Partners (MAP), our Managing Partners are affiliated with and directly supervised by Western International Securities Inc. (WIS), a prominent, well-established and Registered, Nationwide Independent Broker Dealer and Investment Advisory Firm based in Pasadena, California with access to tens of thousands of securities investments, including:

  • Stocks,
  • Bonds,
  • Mutual Funds,
  • Exchange Traded Funds,
  • 529 Plans,
  • Stock Options,
  • Unit Investment Trusts,
  • Traded and Non-Traded Real Estate Investment Trusts,
  • Fixed and Variable Annuities,
  • Oil and Gas Investments,
  • Plus many other investment and insurance products.

With all of these investment choices, MAP will provide the independent, unbiased investment advice and recommendations you want; design, construct and manage your investment portfolio to your unique specifications; and professionally place all of your securities trades.

BEST IN CLASS ANALYSIS, MANAGEMENT AND REPORTING TECHNOLOGY TO HELP YOU MASTER YOUR FINANCES

  • We utilize our state-of-the-art tech tools to help you identify your specific short and long-term life goals and accurately assess your risk preference;
  • We develop a comprehensive and unique master financial plan for your future that is designed specifically in your best interests; and
  • We construct and manage your investment portfolio so you can comfortably invest your money, achieve your goals and live your dreams.

LICENSING AND ACCOUNTABILITY TO GIVE YOU REASSURANCE

Because our Managing Partners are both FINRA General Securities Representatives and Investment Advisor Representatives, they are Financial Fiduciaries who can place securities trades and will manage your financial portfolio with your best interests top of mind, while being accountable to various Regulatory Authorities for the recommendations they provide. Additionally, because they are affiliated with, fully supported, and directly supervised by a reputable, SEC-Registered Nationwide Independent Broker Dealer and Investment Advisory Firm based in Southern California, you can rest assured knowing that a local, fully staffed Compliance Department and Office of Supervisory Jurisdiction monitor all of MAPs recommendations, communications and portfolio management on your behalf.

LASTING RELATIONSHIPS, A REFERRAL NETWORK, PLUS FLEXIBLE AND TRANSPARENT COMPENSATION ARRANGEMENTS KEEP YOU ON THE RIGHT FINANCIAL PATH

  • We focus on providing you the comprehensive financial care you need and add value through the lasting relationships we form with you as well as the wide range of investment choices and personal financial services we provide to you;
  • We work with a network of other trusted professionals in the tax, insurance, estate planning, mortgage and real estate professions who help to provide additional and complete support to meet all of your financial needs; and
  • We will structure the compensation arrangements for the investment advice and wealth management services we provide to you around your own personal preference, because we are not solely fee-based advisors. This enables you to choose how we provide our services to you based on your preference for either a fee-based, or transactional arrangement that you decide is best for you. You have the flexibility and the choice.
  • If you choose to utilize a fee-based structure to compensate us for our services, we not only offer a standard fee-based payment arrangement, but we also provide a complete menu of pay-as-you-go services so that you can decide whether to pay a flat percentage fee based on your assets under management, by the service, or by the hour. It’s all in writing so there is no mystery about how much you pay and what services you receive.


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